can you convert from possible client to account?
Hellou! I would like to know how you convert possible client to accoun t, In our zoho crm only you can pass to contact but not to account? Is it possible? how could I make it? Thanks in advanced!
Skype link - make a callto?
We used VOIP software and have it configured to handle callto: links. Skype handles these links as well, by default. Is it possible to change the Skype link on phone numbers to a callto: link instead?
Report Accessibility by User Roles
Is there a way to lock out user roles from viewing certain reports? Our administrator users need to use many of the standard reports in Zoho. However we only want the sales people to be able to use a handful of reports. For example, we don't want sales people to have access to the "Sales Person's Performance Report". I saw that if I create a new report folder, I can assign users to access it. But I can't find a way to assign users to the standard reports. Any suggestions?
sync with google +
hi, Is it possible to sync. google + profiles , linkedIn as twitter and facebook for the contacts crm view (12 paid version) ? Tks..
Customer Changes Company
I find that when my customers leave the company they are working with I follow them to their new company. What should I do with my CRM entry? Do I delete the contact that is associated with the old company and create a new contact? Do I edit the old contact and move it to the new company? I don't want to have a situation where the old company who is still a customer loses the relationship with his data or I don't want to bring the old company data to the new company and I certainly dont want to
Can I just archieve my tasks rather than delete them?
I want to be able to reference what was done after a task is completed but don't want completed tasks clogging up my to do list. If I delete them are they gone for good or can I still find them somewhere? In other words how can I move them off of my active list but still reference them as needed?
Notes Window Change (PLEASE FIX)
Hi, the notes section of zoho has been updated. A huge issue now is that you cannot expand the window to see the full note that you are editing. What makes this worse is that you cannot scroll in the window to see what you wrote before. Can you please fix this ASAP. This is very important to our business.
How do I get call button to work?
Hi there, When I click on the call button, nothing happens. What do I need to set up in order to integrate with my VOIP number? Thank you.
A problem with Activities Listings
Hi there.. here's an interesting wrinkle. If you are looking at a CONTACT and see that you have had 10 Activities with them, but wonder if there are more on the next page. If you CLICK the 1 to 10 arrow on the bottom of the screen, you will go to the second page of the activities listing. Great. HOWEVER, if you only had 10 activities, there is no page 2, and consequently no way to get back to page 1 without signing out of the contact listing and going back in. There should be a BACK arrow to get
Looking to auto reduce an amount
Many times I need to send out progression invoices from a sales order for jobs that are project base. Is there a function or can I create a custom field that would take the total amount of the sales order and reduce it as I create invoices?
Create and Map Fields Easily During Data Migration!
While migrating data from other CRM systems into Zoho CRM, you may have faced this particular difficulty of having to create certain fields manually before migration. The reason is that Zoho CRM does not always have all the fields that different users may require. But you can now heave a sigh of relief, as these efforts are no longer necessary! Our latest update ensures that Zoho CRM identifies fields that are not mapped but available in your import file during the migration. You get an easy option
How do I see what emails have been sent when using the Send Email button with an Email Template
I can find no way to see which contacts I have sent emails to using the Send Email Button in potentials. Is there a report or something or a way to CC my outlook email account so at least I can have a copy of the email that went out.
Can't attach files from GDrive other than documents or spreadsheets
I've got ZohoCRM installed on my Google Apps domain and synchronization over various aspects (calendar, contacts, email) working properly. However, when I try to attach a file from GDrive like a PDF or a PNG, the GDrive dialog on ZohoCRM closes without any error but I cannot see the file attached to the contact or the account. I've realized that if I select a GDocs spreadsheet or document,it gets attached correctly...but with other types of documents I couldn't manage to attach any file. Could someone
incoming email linked to the contact who send the email.
Hello, I have configured my zoho email account, so I'm able to send email to the contacts I have in Zoho. I can see the mail I have sent in the email module of Zoho AND in the fiche of the contact, no problem. But when this contact answer to my email, I see the answer ONLY in the email module of Zoho, not in the fiche of the contact. How is it possible to link it directly ? Thanks in advance !
Reporting
How do I pull a daily report by users on accounts or prospects that they have accessed that day? It is also possible to pull a report to show the account notes that were created by user on a given day?
Why can´t I see the AMOUNT field when I create an opportunity when converting a possible client to customer?
Hi, I am having problems when coverting possible clients to customers and creating opportunities inmediately in the same process. The system doesn´t show me the AMOUNT field in this process. How can include this important field in this part of the conversion process? Thanks for your advice.
Trying to add new user - Zoho won't display roles to select from and therefore won't allow new user
I have just setup a new subscription for 4 users. I am now trying to add the other 3 users. When I fill in the new user details, I cannot select a role. I have defined 3 roles. But Zoho is not displaying any to choose from and doesn't allow me to enter. Therefore I am unable to add users. Help....
Check for email reply & run workflow rule (automatically)
Using zoho CRM and creator. Lead comes into CRM. Want to be able to check if the lead email address has replied (a new email from them) automatically and if they have, trigger a workflow rule (change lead record). Is there anyway possible to do this with a combo of CRM / Creator or with the deluge script?
whats call button and where config this
whats call button and where config this???
Referrals / Affiliate lead tracking
Hi there, I was wondering how I track leads that come from my affiliates' website to mine? So, a website visitor to my affiliates clicks on my banner, then gets redirected to my website, fills out the lead form and buys a product off me. How can I track where the lead came from? Many thanks and have the best day ever! Sebastian
Having trouble accessing Zoho on imac
Hi there, I've just created a new user on our office imac. It was working fine but today my colleague is not able to save any changes. She is able to send emails so that part of the process is working. Tried to change a task to completed but was unable to save. First it was just stuck on "loading" and now its saying "unable to process". https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=434152000001933001 What could be the problem? Should I reinstall Zoho onto the computer? Regards,
Unable to add Users
I just signed up with a brand new account on the free trial for the standard version of Zoho CRM. I have then upgraded the subscription to 4 users. Now I want to add the extra users but am unable to do so because Zohoh add user screen won't let me select a role for the new user. Therefore I am unable to add new users. Any ideas? This is urgent so we can start using the system.......
Full end to end managed integrations for ZohoCRM to Mandrill and Mailchimp
Hi, We have just released fully automated integrations between ZohoCRM and Mandrill and/or MailChimp. MailChimp is used to issue one off campaigns such as a new product, newsletter or promotional piece. Mandrill (by MailChimp) is used to issue event or workflow driven emails such as when a opportunity is closed, or a sequence of drip campaigns based off certain decisions, or when a particular product is purchased etc. The best part is that you are not encumbered by any restrictions; other
Exporting quotes is very slow today - why?
Is there something going on behind the scenes in Zoho CRM today that would be making my exporting of quotes much slower than normal today? Lately I've been noticing that Zoho CRM runs slow during the day - is this because you are running updates to the software during the working day. Please - can this be done at night time so that it doesn't effect our sales productivity during the working day??? Many thanks in advance! Jana Lynn Wilson
ZohoCRM reports -- total count
To me this seems a simple request, but I can't figure out how to get the information I need. We would like to run a report for the past fiscal year which counts how many activities were logged in the system. We also want to know the number of unique users we had over that time period that keyed information to the application. I know I can run a report listing out all activities, but it is limited to 2,000 items per page and I don't want to have to export each page one by one to get the totals (I
Campagin Execution
Hi There I have a short question about campaign execution. I want to execute a campaign out of ZOHO CRM and I have set up the template which we need for the E-Mail Campaign. But I need to know if the execution can run out of CRM or how do I need to trigger this job? Because I do not find any enhanced execution mapping field in the campaign ... I was working with CRM SAP and we could run out of CRM a campaign direct (E-Mailing was very simple). I have set up my Email account in CRM ZOHO etc. The exchange
How can I get zoho quote to pull pricing from Peachtree?
Ive been trying to load a CSV file with all the pricing of my products from Peachtree onto Zoho so I can quote . Please help me. Thank Daryl
How do I add a new user but give no control
When I attempt to add a user and fill in their email address, the systems says they are my title and Administrator which I cannot change. I do not want to give any outside party Administrative control. Please comment.
Transferring Zoho CRM to a new Zoho CRM
I am dissolving my company and want to take the information and format of my existing Zoho account to a new Zoho account with my new start-up. How best is the accomplished?
Using custom functions to send photo with email
I am wondering if there is a way to use custom functions to attach or display the url of an attachment that has been uploaded to the record's "Attachments" related list. I have it set to automatically send an email after creating a Quote record and would like to have any files from the "Attachments" related list sent with it. Otherwise, I will have to manually send the email using the "more actions" > "send mail" command. Is this possible using custom functions? Can anyone give me a little direction
Deluge script getURL string response syntax
Hi there I'm trying to write a function that calls the following URL - https://qrng.anu.edu.au/API/jsonI.php?length=1&type=hex16&size=5 I need to use the "data" variable from the response, but I get null value returned each time as I don't know what syntax to use in the string response variable. Please can someone help?
Is CRM for me?
Hello I'm a happy user of Zoho Invoice but I need more in terms of project management. I have looked at Zoho CRM but I am not sure it meets my needs. I am a freelance translator. I have a pool of clients, who send me project offers frequently. - if I accept an offer, client sends me a purchase order with project specs: name, number, word count, rate, deadline, and instructions if any. - I need a program where I can enter this info and shows a clear list of all my ongoing projects, with deadlines.
Tracking incoming emails in CRM while using Exchange - Confused!
Hello All, We are loving zoho but having a really hard time getting things working correctly. Here is our setup: We use Microsoft Office 365 Hosted Exchange for all email. We all use multiple computers, devices, etc. What we are trying to accomplish: We want EVERY email sent/received to be tagged to a lead/contact inside the CRM. This requirement would not allow for an Outlook plugin, etc. as we could be sending it from a Mac, iPhone, android, etc. Note: Since we are using Exchange, we can't have
Attention Gmail & Google Apps Users: Revise your Calendar Settings for Seamless Event Synchronization
Google has introduced newer versions of APIs for its Google Calendar application. The older version of APIs will be discontinued from use by November 17, 2014. Read Google's Deprecation Policy here: https://developers.google.com/google-apps/calendar/terms Following this update, Zoho CRM has switched to the latest versions of the API. If you are using Zoho CRM for Google Calendar and your account is NOT on the latest version, your events will not sync with CRM after the older version expires. (i.e.
Mass Email Contacts Report
After sending a mass email to a segmented list of contacts I would like to see the open rate, click rate, opt-outs and blocked/bad emails. I can't locate the report. Is there one available? Joe
Tax Rates - Only Has 2 Decimal Places
Has anyone else ran into a problem with Sales Tax only going to 2 decimal fields? In MN, almost every county has 3 decimal places.
Zoho projects - Portal User Projects listed in CRM
At the current time I am the County's Administrator for Zoho projects and as such I am defined as a "Portal User". Because I am identified as a "Portal User" whenever I 'Create' a new project or 'Associate' an existing project via CRM Contacts the projects are not identified in the "Projects" list. CRM is heavily utilized by the management team to easily identify the teams work load. My work load is not represented in CRM beacuse I am a portal user. It would be great if the "Portal Users" projects
How Long Will Old Professional Be Supported?
Dear ZOHO, Our company is currently subscribing to Old Professional pricing tier. My question is: How long does ZOHO plan to support Old Professional pricing tier? If possible, can we get this answer sent to us in writing, so that we can keep on file. Thanks!
Displaying prospects' full name
Hi ! Thanks for this helpful forum. When I send an email from my domain, the person who receives my email cannot see his name displayed. Example : if I send an email to Victor Martin, he should see in his mailbox : From : "My company" <my.company@mydomain.com> To : "Victor Martin" <victor.martin@hisdomain.com> However, he just sees : To : victor.martin@hisdomain.com Can you help me to display full name ? Because it is better for business :) Thanks !
How do I disable the Skype click to call? I've disabled the add-on in Chrome but it's still there in zoho!
How do I disable the Skype click to call? I've disabled the add-on in Chrome but it's still there in zoho! Please help...thanks! Craig
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